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Category Management - Configuration ​

Field management ​

  • Reorder: Drag the 6-dot handle to reorder fields.
  • Actions: Edit, Auto identifier, Conditional formatting, Delete.
  • Default Identifier field cannot be deleted.

Add field ​

  1. In Configuration, click Add field.
  2. Fill:
    • Field name (*)
    • Data type (*)
    • Default value
    • Required
    • Description
  3. Click Create.

Edit field ​

  1. Open field menu ... and choose Edit.
  2. Update allowed properties.
  3. Click Update.

Delete field ​

  1. Open field menu ... and choose Delete.
  2. Confirm deletion.

Category permissions ​

Permission levels:

  • Owner: View, edit, delete, permission management.
  • Full access: View, edit, delete, permission management.
  • Read: View only.
  • Write: View and edit.
  • Restricted: View/edit only within assigned slices.

Grant permissions ​

  1. Open permission settings.
  2. Select user and permission level.
  3. Click Grant.

Restricted access by slices ​

  1. Click Create slice.
  2. Define visible columns and filter conditions.
  3. Assign slices to users with Read or Write.
  4. Click Grant.

Revoke permissions ​

  1. Hover a user avatar in the permission list.
  2. Click x.
  3. Confirm removal.